There are three standard roles that are defined in Clarra - Standard User, Admin, and Super Admin. You can also create a custom role with a custom set of permissions.

 To access the Roles section of the application, follow these steps:

• From the Profile icon in the top right corner of any page, select Account Settings.
• Click on Roles tab.

The table below shows the permissions associated with each Standard Role.

	User Role
Permissions	Regular User	Admin User	Super Admin
Add or edit Contacts
Add or edit Appointments for any user
Add or edit Deadlines for any user
Add or edit Mail Items for any user
Add or edit Timekeeping items for any user
Edit matter’s details
Add or remove linked contacts to a matter
Add or remove linked matters
Access to events reports
Access to mail reports
Access to Accounting Report
Customize matters data properties
Customize events data properties
Customize contacts data properties
Customize mail log data properties
Customize timekeeping data properties
Customize users data properties
Customize Projects
Access to Billing Reports (any report containing Billing Rate information or other users’ billing)
Access to Docketing Report
View other user’s Timekeeping entries in the Timekeeping section (can still view other user’s timekeeping entries in the Matters/Timekeeping tab)
Open or close matters
User administration - add, edit, deactivate users
Manage permissions for users
Copy or reassign user across the platform
Delete files
Manage Account & Billing section

You can edit any of the standard roles to add or remove permissions, or create a new custom role.

To create a new role:

• Click on the Create Role button
• Select the permissions you want to grant to the new role
• Enter the name of the new role
• Hit Save

To edit an existing role: 

• Click on the three dots to the right of the role you want to edit
• Select Edit
• Select the additional permissions you want to grant to this role. Note that you can only add permissions to a standard role. If you want to have a role with less permissions than the Standard User role, you need to create a new role, see steps above.

 Once your roles have been defined, you can assign them to a user from the user tab.